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Brookfield

873 hedge funds and large institutions have $68.4B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 289 increasing their positions, 282 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 849873 (+24)

2% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
873
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$278M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
776
Private Trust Company
Ohio
$44.9K
VCM
777
Versant Capital Management
Arizona
$44.6K
AF
778
Advisornet Financial
Minnesota
$44.1K
DAM
779
Delta Asset Management
Tennessee
$42.8K
FHC
780
First Horizon Corporation
Tennessee
$40.1K
CTA
781
Colonial Trust Advisors
South Carolina
$37.7K
DJSG
782
D.J. St. Germain
Massachusetts
$37.1K
ATC
783
Adirondack Trust Company
New York
$37K
NC
784
North Capital
Utah
$35.8K
NECFA
785
New England Capital Financial Advisors
Connecticut
$34.3K
CA
786
CoreCap Advisors
Michigan
$34.3K
HNB
787
Hilltop National Bank
Wyoming
$33.1K
AAS
788
Ameritas Advisory Services
Nebraska
$32.7K
MCM
789
Manchester Capital Management
Vermont
$30K
TC
790
Truvestments Capital
Florida
$29.3K
Fifth Third Bancorp
791
Fifth Third Bancorp
Ohio
$27.3K
WPWM
792
Western Pacific Wealth Management
Illinois
$26.8K
WSC
793
Wellington Shields & Co
New York
$25.8K
BGAI
794
Bruce G. Allen Investments
Colorado
$25.7K
AWM
795
Accredited Wealth Management
Kentucky
$25.4K
BTI
796
Blue Trust Inc
Georgia
$25K
OC
797
Oakworth Capital
Alabama
$24.7K
FGA
798
Fortis Group Advisors
New Jersey
$23.1K
FWA
799
Flagship Wealth Advisors
Massachusetts
$22K
RFP
800
Root Financial Partners
California
$21.2K